Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Jacobs is a financial professional who has been in the industry since 2004. He is currently registered with State Farm Investment Management Corp. in Tipp City, Ohio. Zachary specializes in providing investment advice for individuals and investment companies. He holds the Series 6 and Series 63 licenses and is a Chartered Financial Consultant. In addition to his work with State Farm Investment Management Corp., Zachary also owns and operates Zachary Jacobs Insurance Agency. He is also a board member of the American Red Cross Miami Valley Chapter.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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OH
08/29/2022 - Present
State Farm Investment Management Corp. (Tipp City OH)
OH
11/24/2003 - 11/18/2011
FIFTH THIRD SECURITIES, INC. (TIPP CITY OH)
BC
Issued 12/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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